NASDAQ$OFS

Ofs Capital Corp · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Announced fourth quarter and full year 2020 financial results.

OFS Capital Corporation reported a net investment income of $3.0 million, or $0.22 per common share, for the fourth quarter of 2020. The company's net asset value per share increased to $11.85 at December 31, 2020.

  • Fourth quarter net investment income of $3.0 million, or $0.22 per common share.
  • Full year 2020 net investment income of $12.3 million, or $0.92 per common share, providing a 107% distribution coverage.
  • At December 31, 2020, 96% of loan portfolio consisted of floating rate loans, based on fair value. 90% of our debt is fixed rate.
  • Net asset value per share increased to $11.85 at December 31, 2020 from $11.18 at September 30, 2020, due to unrealized appreciation of the portfolio.

Headline financials

Total Revenue

$11.1M

No prior period
EPS (adj)

$0.22

No prior period
Wtd Avg Performing Yield

10.3%

No prior period
Net Income

$3M

No prior period
Cash & Equivalents

$37.7M

No prior period
Total Assets

$484M

No prior period

Revenue & EPS history

OFS Capital · Revenue · Quarterly

$11.1M

Q4 2020
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

OFS Capital believes there is an opportunity to continue to increase net investment income over time as they increase the pace of originations. At the same time, they intend to continue to focus on capital preservation.

Tailwinds

  • Opportunity to continue to increase net investment income over time.
  • Increase the pace of originations.
  • Focus on capital preservation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

+1.2%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.6%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+14.2%

Q3 2022

Best reaction

-8.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-2.0%-14.4%
Q4 2025-3.9%-6.7%-17.9%
Q3 2025-0.1%-26.9%-32.0%
Q1 2025-1.2%-3.1%-6.4%
Q4 2024+4.2%+6.9%+8.6%
Q3 2024-1.0%-2.3%-0.5%
Q2 2024-5.0%-5.3%-4.8%
Q1 2024-2.5%-2.4%+0.6%
Q4 2023-8.1%-8.5%-12.5%
Q3 2023+1.7%+5.5%+9.8%
Q2 2023+0.3%-1.7%+5.0%
Q1 2023+1.1%+3.0%-1.4%
Q4 2022+8.2%+7.7%+4.1%
Q3 2022+14.2%+11.3%+13.0%
Q2 2022-0.1%-2.2%-6.8%
Q1 2022-2.5%-0.9%+2.6%
Q4 2021+9.1%+10.9%+33.1%
Q3 2021+3.4%+0.9%+0.2%
Q4 2020+4.3%+7.0%+7.9%

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